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h t t p : / / w w w . b e a s t u t e . c o m
Are we ready for another PeopleSoft Upgrade?Presented By: Sweta Ganatra PMP, [email protected] or 925-924-1402
Agenda
2 Astute Business Solutions
•CrossRoads with PeopleSoft Application, should we do another PeopleSoft Upgrade?
•Options?
•Key drivers for change?
•Challenges, risks, opportunities?
•Common Approach and Pitfalls
•Best Practices
•Q&A?
Astute Business Solutions
Overview
At Crossroads with PeopleSoft?
4 Astute Business Solutions
•Are you looking at your PeopleSoft alone or in conjunction with other integrated applications within your portfolio?
•How far ahead are you willing to plan and commit?
•What level of Executive Sponsorship do you have?
Option 1
5 Astute Business Solutions
Upgrade to
PeopleSoft 9.1 or 9.2
DRIVERS
•Supported release•Improved Reporting•Platform Upgrades•Streamlined Integration
OPPORTUNITIES•Workflow Automation•Financial Controls
CHALLENGES•Another Upgrade!•Upgrade Costs•Migrate customizations
RISKS•Tendency to keep status quo
PeopleSoft Roadmap
6 Astute Business Solutions
Stay ahead with the latest release
PeopleSoft 9.12010
2013
2016
PeopleSoft 9.2
PeopleSoft 9.3
PeopleTools 8.50
PeopleTools 8.53
PeopleTools 8.56
Consider Hosting
7 Astute Business Solutions
On Premise On Demand Cloud
Software License PeopleSoft/Oracle Fusion
PeopleSoft/Oracle Fusion
PeopleSoft/Oracle Fusion
Customer Customer Oracle
Software Management
PeopleSoft/Oracle Fusion
PeopleSoft/Oracle Fusion
PeopleSoft/Oracle Fusion
Customer Oracle Oracle
Infrastructure Management
PeopleSoft/Oracle Fusion
PeopleSoft/Oracle Fusion
PeopleSoft/Oracle Fusion
Customer Oracle Oracle
Co-exist with Oracle Fusion
8
PeopleSoft
Astute Business Solutions
BENEFITS PAYROLL T & L
CORE HRPeople Jobs Orgs Comp Profiles Comp Changes
CORE HRPeople Jobs Orgs Comp Profiles Comp Changes
TALENT REVIEW PERF. MGMT. T & L
Oracle Fusion
Workforce Directory
Option 2
9 Astute Business Solutions
Adopt Fusion
DRIVERS•Open Standards and SOA based Apps Platform•Embedded BI Analytics
OPPORTUNITIES•Co-existence or pillar approach•Standards-based Integration
CHALLENGES•Migrate from on-premise to cloud•Implementation, Migration and Integration Costs
RISKS
•Significant Change Management Initiative•Security in a multi-tenant environment
• Significant emphasis on SaaS; Subscription based pricing model; Generally Available to buy
• Customers choice between public cloud, private cloud and on-premise deployment; even hybrid
• Coexistence Model; Start with one model and then grow to full suite; pre-built integrations with PS, JDE, and E-Business Suite
• Comprehensive BI / Analytics throughout applications
• Supports Internal Social Networking
• Available in multitenant form - Multitenancy allows many BUs / companies to share the same instance of an application while keeping their data separated
10 Astute Business Solutions
Oracle HCM Fusion Highlights
Option 3
11 Astute Business Solutions
Different ERP / Platform
DRIVERS•New BU’s•More Users from acquisitions•Instance Consolidation requirements
OPPORTUNITIES•Fresh, new perspective•Revamp IT strategies
CHALLENGES•Moving to the cloud could propose ‘withdrawal’ symptoms•Loss of infrastructure control
RISKS
•Significant Org Readiness Undertaking•Initial costs for transition, communication and hand-holding
Option 4
12 Astute Business Solutions
Do Nothing
DRIVERS•Budget Limitations•Wait-n-Watch until later date•Cut Maintenance Costs
OPPORTUNITIES•Increase efficiency of current system•Increate automation•Enhance end-user experience
CHALLENGES•Inflexible IT Strategy•Integration with other external upgraded systems
RISKS•Being ‘left behind’•Postpone costs, bigger budget requirements in future
13 Astute Business Solutions
• Workflow, IB, Web Services
MORE CONFIG= Less
MAINTENANCE= Lower Cost= More Stability
Drive ROI through
Automation
• LDAP, OAM/SSO Integration
• BI Dashboards within PS
• Portals and Content
• Social Media Integration
Automate through Configuration
Astute Business Solutions
Now Next Steps
Best Practice - Health Check Assessment
HEALTHCHECKASSESSMENT
PRIORITIZED SOLUTION ANALYSIS
CURRENT STATE
ASSESSMENTApplication and
Process Discovery Focused on
Current Business Challenges and
Gaps
Cost-Effective Recommendations Focused on Unlocking Value in a Challenging and Evolving Business Environment
15
Scope Definition Customer Discovery Detailed Assessment Health Check Report
Astute Business Solutions
Best Practice - Cost Containment
16 Astute Business Solutions
VENDOR SELECTION
•Collaborative Model
•Customer References
Plan & Vision Design Develop Test Train Rollout
PROJECT TEAM ADDRESS RISKS UPFRONT
•Equal, phased representation from all stakeholders
•‘Dedicated’ project resources
•Collaborative Model
•Customer References
PROJECT LEADERSHIP
•Decisive Project Sponsor
•Ensure cohesive effort between IT and Business
•Leverage proven methodology
PROJECT EXECUTION
•Review BP in line with best practices
•Challenge the need to customize
•Measurable, reusable deliverables
SUMS UP TO…
•Adequate planning time
•Steady and focussed execution
•Eye on the goal
Astute Business Solutions
About ASTUTE
Corporate Overview•Oracle Partner – Focused on PeopleSoft, Oracle EBS, OBIEE and Microsoft•Clients and Operations in USA, Canada, Middle East and India•150+ employees, Minority Certified, SB Certified•Global Delivery Model
Who we are
19 Astute Business Solutions
Competency Overview•Lines of Business – IT Consulting, Business Consulting, Temporary Staffing •ERP – PeopleSoft, Oracle •BI – Oracle, Microsoft, IBM•Portals – SharePoint •Process – HCM, Financials, Supply Chain and Risk
Our PeopleSoft Services
20 Astute Business Solutions
• Implementations and Global Rollouts – All PeopleSoft Apps• Upgrades – Fast Track Accelerated Upgrade for V9.1• Application Management Services – Lifecycle Management
• Project Management, Change Management• Fit-Gap Analysis, Business Requirements Gathering• Functional and Technical Design, Development• Testing, Training and Documentation (UPK)
• Fast Track Upgrade Impact Analyzer• Upgrade Test Scripts, Performance Tuning Scripts• Data SPII for Data Privacy Compliance
IMPLEMENT
INTEGRATE MAINTAIN OPTIMIZE UPGRADE
TurnkeySolutions
ConsultingServices
Tools &Accelerators
Recent Successes
21 Astute Business Solutions
•National Healthcare Organization – HCM 8.8 to 9.1
•Global Financial Services Firm – HCM 8.8 to 9.1
•International Consumer Electronics Firm – FSCM 8.0 to 9.0
•International Financial Services Firm – FIN 8.8 to 9.1
•More information online at http://www.beastute.com
Upgrade Planning Challenges
22 Astute Business Solutions
•Budget/ Resources•Dependencies•Contingencies
•Tech. Upgrade•Func. Upgrade•Test and Deploy
•Maintain•Enhance•Support
ASSESS
PLAN
DEPLOY
SUPPORT
•Drivers & Goals•Impact & Change•Architecture
• Manual approach• Eyeball method • Error and Bias
• Variance Factor• Budget Overflows• Loose Estimates
• Prolonged Dev• Multiple Tests• Unable to de-Customize
• Patches/Fixes• Optimization and Tuning• Unable to de-Customize
Thank You
h t t p : / / w w w . b e a s t u t e . c o m